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4. Authorization to Transfer All Account Holder signatures are required. Please accept this letter as authorization to irrevocably transfer the above listed security ies from my/our Schwab account to the designated individual or Signature s and Date s Required X Holder Signature Account Print Name Date X Account Holder Signature Additional 2007 Charles Schwab Co. Charitable Gift Transfer Letter of Authorization Complete sign and fax to 1-877-824-3726 Attention Outgoing Transfers. schwabcharita ...

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How do I buy stock as a gift of someone?

You can start the process online in your own brokerage account by opting to gift shares or securities you own; if you can't find that option, contact your brokerage firm directly. If you want to gift a stock you don't already own, you'll have to purchase it in your account, then transfer it to the recipient.

How do you value a donated stock?

Stock donations are valued at the average value on the date of receipt. The average value is determined by taking the market high and market low, adding them together and dividing by two. The average value can only be determined after markets close.

Can you transfer stock to a family member?

Yes, you can gift stock to family members \u2014 or to anyone, for that matter. If you already own stocks and want to give them to another person, the process will involve transferring the stocks from your brokerage account to the brokerage account of the recipient.

Does Schwab charge for transfers?

Schwab does not charge for account transfers. How do you transfer a brokerage account? Transferring a brokerage account to Schwab is as simple as opening the type of account that you plan to transfer.

Can you donate shares of stock?

When you donate stock to charity, you'll generally take a tax deduction for the full fair market value. And because you are donating stock, your contribution and tax deduction may instantly increase over 20%. Would you prefer to donate bonds or mutual funds? The same benefits apply.

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Is it better to donate stock or cash to charity?

You can give more By donating stock that has appreciated for more than a year, you are actually giving 20 percent more than if you sold the stock and then made a cash donation. The reason is simple: avoiding capital gains taxes. The maximum federal capital gains tax rate is 20 percent on long-term holdings.

Can I transfer stock from brokerage account to another?

Yes, it is possible to transfer stocks and other investments from one brokerage account to another. There are many reasons that you might want to do this. For example, you might have started a new job that uses a different company for its retirement accounts.

How do I transfer stock from Charles Schwab?

Return the completed form by using Secure Messaging on Schwab.com, or fax to 1-888-526-7252. Please use this form to move (or transfer) cash and/or assets from your Schwab account to another Schwab account(s). Please use a separate form for each originating account.

What is the basis of donated stock?

After you have held stock for more than one year and its price has risen, at the time of the donation you get a tax deduction equal to the fair market value of the stock (i.e. not your lower purchase price, technically known as the cost basis).

How do I donate to my Schwab Charitable account?

Call Schwab Charitable at 800-746-6216 for assistance. Once the account is established, fund it with an initial irrevocable, tax-deductible (if you itemize) contribution, recommend investments for the assets, and, recommend grants of $50 or more to any public charity.

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Got questions?

How do I buy stock as a gift of someone?

How do you value a donated stock?

Can you transfer stock to a family member?

Does Schwab charge for transfers?

Can you donate shares of stock?

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Is it better to donate stock or cash to charity?

Can I transfer stock from brokerage account to another?

How do I transfer stock from Charles Schwab?

What is the basis of donated stock?

How do I donate to my Schwab Charitable account?

schwab transfer stock to another person

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